MORSE ASSET MANAGEMENT, INC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EBS | 229K | $2.83M |
 | NVDA | 198K | $36.99M |
 | AMZN | 86K | $19.93M |
 | IREN | 79K | $2.98M |
 | FTI | 76K | $3.37M |
 | AVGO | 68K | $23.40M |
 | NFLX | 65K | $6.07M |
 | PAA | 62K | $1.11M |
 | GOOGL | 56K | $17.54M |
 | APO-PA | 48K | $3.60M |
 | XOM | 43K | $5.16M |
 | MSFT | 41K | $20.02M |
 | EVR | 39K | $13.16M |
 | SARO | 38K | $1.08M |
 | APLD | 33K | $813.94K |
 | MU | 33K | $9.40M |
 | AAPL | 31K | $8.52M |
 | KMI | 31K | $861.26K |
 | VRT | 30K | $4.89M |
 | META | 30K | $19.93M |
Emergent BioSolutions Inc.
EBS
Shares Held
229K
Value
$2.83M
NVIDIA Corporation
NVDA
Shares Held
198K
Value
$36.99M
Amazon.com, Inc.
AMZN
Shares Held
86K
Value
$19.93M
IREN Limited
IREN
Shares Held
79K
Value
$2.98M
TechnipFMC plc
FTI
Shares Held
76K
Value
$3.37M
Broadcom Inc.
AVGO
Shares Held
68K
Value
$23.40M
Netflix, Inc.
NFLX
Shares Held
65K
Value
$6.07M
Plains All American Pipeline, L.P.
PAA
Shares Held
62K
Value
$1.11M
Alphabet Inc.
GOOGL
Shares Held
56K
Value
$17.54M
Apollo Global Management, Inc.
APO-PA
Shares Held
48K
Value
$3.60M
Exxon Mobil Corporation
XOM
Shares Held
43K
Value
$5.16M
Microsoft Corporation
MSFT
Shares Held
41K
Value
$20.02M
Evercore Inc.
EVR
Shares Held
39K
Value
$13.16M
StandardAero, Inc.
SARO
Shares Held
38K
Value
$1.08M
Applied Digital Corporation
APLD
Shares Held
33K
Value
$813.94K
Micron Technology, Inc.
MU
Shares Held
33K
Value
$9.40M
Apple Inc.
AAPL
Shares Held
31K
Value
$8.52M
Kinder Morgan, Inc.
KMI
Shares Held
31K
Value
$861.26K
Vertiv Holdings Co
VRT
Shares Held
30K
Value
$4.89M
Meta Platforms, Inc.
META
Shares Held
30K
Value
$19.93M